Exeter Financial, LLC 13F 持仓 · 2026年Q3
Exeter Financial 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 100 只证券，申报市值合计 2.65 亿美元。前几大持仓：ICSH（5.62%）、FFA（4.91%）、AAPL（4.89%）。本季前 25 大持仓中：增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ICSH | ISHARES TR | $14.9M | 5.62% | 295,558 | 增持 |
| 2 | FFA | FIRST TR ENHANCED EQUITY | $13.0M | 4.91% | 585,966 | 增持 |
| 3 | AAPL | APPLE INC | $13.0M | 4.89% | 38,913 | 减持 |
| 4 | BSV | VANGUARD BD INDEX FDS | $12.5M | 4.70% | 163,164 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $10.6M | 4.00% | 20,684 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $7.3M | 2.76% | 224,686 | 增持 |
| 7 | CSCO | CISCO SYS INC | $7.2M | 2.72% | 67,116 | 减持 |
| 8 | AFL | AFLAC INC | $6.3M | 2.39% | 56,606 | 减持 |
| 9 | JNJ | JOHNSON & JOHNSON | $6.3M | 2.36% | 23,614 | 减持 |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $6.1M | 2.31% | 116,856 | 减持 |
| 11 | GD | GENERAL DYNAMICS CORP | $6.0M | 2.25% | 18,018 | 减持 |
| 12 | TGT | TARGET CORP | $5.9M | 2.23% | 37,817 | 减持 |
| 13 | EMR | EMERSON ELEC CO | $5.7M | 2.16% | 36,937 | 减持 |
| 14 | CVX | CHEVRON CORPORATION | $5.6M | 2.11% | 27,365 | 减持 |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $5.6M | 2.11% | 135,404 | 持平 |
| 16 | ABBV | ABBVIE INC | $5.3M | 2.01% | 20,341 | 减持 |
| 17 | AMGN | AMGEN INC | $5.0M | 1.88% | 11,828 | 减持 |
| 18 | TXN | TEXAS INSTRS INC | $4.8M | 1.80% | 17,017 | 减持 |
| 19 | MCD | MCDONALDS CORP | $4.1M | 1.53% | 17,609 | 减持 |
| 20 | PEP | PEPSICO INC | $4.0M | 1.50% | 31,299 | 减持 |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $3.9M | 1.48% | 85,360 | 减持 |
| 22 | WMT | WALMART INC | $3.9M | 1.48% | 37,783 | 增持 |
| 23 | USB | US BANCORP | $3.9M | 1.46% | 66,887 | 减持 |
| 24 | TRV | TRAVELERS COMPANIES INC | $3.7M | 1.40% | 10,444 | 减持 |
| 25 | RY | ROYAL BK CDA | $3.6M | 1.35% | 18,213 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR